Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,343 | $60,393-33.2% | $81,820-50.7% | $74,429-45.8% |
| Participation rate | 50.4% | 62.9%-12.5pp | 72.4%-22.0pp | 67.2%-16.8pp |
| Annual return | 12.97% | 16.89%-3.9pp | 777.93%-765.0pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,916 | $3,397+44.7% | $4,323+13.7% | $4,348+13.0% |
| Admin fee / account holder | $2,792 | $1,491+87.3% | $7,391-62.2% | $1,944+43.6% |